FJ Research
Bold Bets on Category-Defining Companies
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 112 | Founded | a year ago | Last Issue | 13 days ago |
| Active | |||||
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fjresearch.substack.comLatest Issues
I Bought Amazon Yesterday. Here Is Why.
I initiated a position in Amazon yesterday at $249 per share. It is now my fourth stock and I want to be straightforward about the thesis because there is not much to hide here.
Amazon is the most analyzed company on earth. Every analyst c...
Health Is the New AI. The Fortunes Are Already Being Built.
FREE READ
In 2022, the smartest investors on earth were accumulating AI positions while the rest of the world was distracted by inflation, rate hikes, and recession fears.
Nvidia was trading at $130. Meta had just been written off by ever...
I’ve Been Watching This One for Years. I Just Pulled the Trigger.
Bold Bets on Category-Defining Companies
There are ideas you follow. And then there are ideas you own. The difference between the two is not information. It is conviction. And conviction, as I have said before, cannot be borrowed. It is bu...
Oscar Health Is Up. I Am Not Selling a Single Share.
Oscar Health is up significantly over the past few weeks.
For everyone who followed the research and held through the noise, you are sitting on healthy gains right now. That feels good. It should.
But I want to be direct about something....
Why I Am Aggressively Adding to Mercado Libre Right Now.
FREE READ
I run a two stock portfolio. Oscar Health and Mercado Libre. This week both reported earnings. This week both delivered.
But I want to be honest about something. The numbers are everywhere. You don’t need me to read them to you....
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Bold Bets on Category-Defining Companies
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